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NED.JO$25392.00+0.44%
Fair $25392.00+0.0%

NED.JO

Nedbank Group Limited

Financial Services / Banks - RegionalJohannesburg

$25392.00

+112.00 (+0.44%)

Fairly Valued+0.0%Fair Value $25392.00Fund rank 38/100 · Data gapFallback financials|
SA 31/D
F-Score: 3/9

Book/ROE base 3Y

n/d

n/d CAGR · P/B n/d

Book/ROE base 5Y

n/d

n/d base · n/d expected

Precio de entrada

n/d

MOS 100% · confianza 20%

Book/ROE escenarios

weak_data · book/share n/d · quality 55.0/100

Data gap 38/100
Bear 5Yn/dn/d
Base 5Yn/dn/d
Bull 5Yn/dn/d
Return 0/100Downside 20/100Model quality 88/100Data QA 20/100

Ranking barato/determinista: CAGR esperado 5Y + downside bear + calidad del modelo + balance + capital allocation + data gate. No entra en buy-candidate si la data es débil o el CAGR 5Y no compensa.

Quality + valuation scorecard

SA Score

31/100

D

Piotroski

3/9

balance/quality

Valuation

50/100

+0.0% upside

5Y CAGR

+0.0%

50/100

Data QA

16/100

SEC 0%

Latest source: unknownPeriods: 4Warnings: 0unknown: 4
No SEC-backed annual rows; valuation uses fallback financial data. Insufficient audited annual history (<3 SEC-backed years); financial Book/ROE targets are disabled until manually verified.
Thesis & Journal · NED.JOLocal privado en este navegador · Nedbank Group Limited
Plantilla tipo buy-side: tesis, bull/base/bear, catalizadores, riesgos, kill criteria y fecha de revisión. Esto no gasta GPT-5.5; luego lo usamos como contexto del memo.

Sin guardar todavía.

Market Cap

$116.0B

P/E

15.4x

↑

EV/EBITDA

N/A

•

ROE

7.3%

↑

Gross Margin

N/A

•

Debt/Equity

0.43

↑
52-Week Range$25392
$20606$31839

TradingView lightweight chart

NED.JO price, volumen y niveles de valoración

Último $25,392Periodo +86.7%
Fair value: $25,392

Price & Ratios

Absolute Values (Left Axis)

Ratios / Percentages (Right Axis)

Financial statement dashboard

Crecimiento, márgenes y provenance

2022–2025 · 3 años de histórico normalizado

Revenue CAGR

+5.5%

FCF CAGR

+14.5%

FCF margin

34.1%

FCF / Net income

2.54x

Latest source

Provider fallback

Margin decomposition

Último año: revenue $69.14B · net income $9.26B · FCF $23.56B

2022-FY → 2025-FY

Gross margin

—— pts

Operating margin

—— pts

Net margin

13.4%-12.5% pts

FCF margin

34.1%+7.5% pts
MetricTTM
2025
2024
2023
2022
Income Statement
Revenue$69.14B$69.14B$67.01B$65.17B$58.96B
Net Income$9.26B$9.26B$18.32B$16.76B$15.27B
EPS16.4516.4535.1731.2828.54
Net Margin13.4%13.4%27.3%25.7%25.9%
Balance Sheet
Debt/Equity0.430.430.420.430.47
Cash Flow
Free Cash Flow$23.56B$23.56B$14.19B$25.77B$15.68B
Returns
ROE7.3%7.3%14.6%14.2%13.2%
Valuation
P/E15.4315.43809.64669.47732.80
P/B95.4795.47106.1083.6290.86
Growth & Yield
Revenue Growth3.2%3.2%2.8%10.5%—
EPS Growth-53.2%-53.2%12.4%9.6%—
Dividend Yield8.7%8.7%———

Revenue, Net Income & Free Cash Flow ($B)

Margins (%)

Returns (%)

Leverage & Liquidity

Reverse DCF · market-implied EPS growthterminal P/E 15.0x · COE 10.0%

3Y implied EPS CAGR

415.5%

muy exigente

EPS terminal req.

$2253.12

Spread vs growth

-468.7%

5Y implied EPS CAGR

177.9%

muy exigente

EPS terminal req.

$2726.27

Spread vs growth

-231.1%

10Y implied EPS CAGR

74.8%

muy exigente

EPS terminal req.

$4390.69

Spread vs growth

-128.1%

Qué te dice: cuánto EPS CAGR está descontando el precio si sales al múltiplo terminal indicado. Si el growth observado queda por debajo, el mercado está pidiendo una ejecución muy fina.

Return attribution · 1Y approxreconcilia total +7.7%

Total return

+7.7%

Start / end P/E

729.8x → 1543.6x

EPS bridge

35.17 → 16.45

Residual

-59.4%

EPS growth-53.2%
Multiple rerating+111.5%
Dividend+8.7%
Residual / FX / buybacks / cross-term-59.4%

Simple additive decomposition: total return = EPS growth contribution + P/E multiple contribution + dividend contribution + explicit residual. The residual captures cross-terms, buybacks/share-count effects, FX, special dividends, data noise and methodology mismatch so the bridge always reconciles.